SWM
DOV icon

Spire Wealth Management’s Dover DOV Stock Holding History

Spire Wealth Management’s Portfolio DOV Stock Details DOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$278K Sell
1,240
-111
-8% -$24.2K 0.01% 691
2026
Q1 		$282K Sell
1,351
-13
-1% -$2.78K 0.01% 693
2025
Q4 		$266K Sell
1,364
-91
-6% -$16.6K 0.01% 715
2025
Q3 		$243K Buy
1,455
+278
+24% +$49.9K 0.01% 731
2025
Q2 		$216K Sell
1,177
-1,498
-56% -$261K 0.01% 746
2025
Q1 		$470K Buy
2,675
+200
+8% +$38.5K 0.02% 573
2024
Q4 		$464K Buy
2,475
+52
+2% +$10.2K 0.01% 562
2024
Q3 		$465K Buy
2,423
+148
+7% +$27K 0.02% 536
2024
Q2 		$410K Buy
2,275
+312
+16% +$55.9K 0.01% 532
2024
Q1 		$348K Sell
1,963
-37,466
-95% -$6.03M 0.01% 621
2023
Q4 		$5.84M Buy
39,429
+10,756
+38% +$1.51M 0.19% 109
2023
Q3 		$4M Buy
28,673
+26,818
+1,446% +$3.87M 0.15% 146
2023
Q2 		$274K Sell
1,855
-62
-3% -$8.86K 0.01% 629
2023
Q1 		$291K Buy
1,917
+705
+58% +$103K 0.01% 621
2022
Q4 		$164K Buy
1,212
+32
+3% +$4.25K 0.01% 602
2022
Q3 		$138K Sell
1,180
-365
-24% -$46.6K 0.01% 615
2022
Q2 		$187K Sell
1,545
-821
-35% -$111K 0.01% 795
2022
Q1 		$371K Sell
2,366
-188
-7% -$30.8K 0.01% 654
2021
Q4 		$464K Sell
2,554
-1,468
-36% -$249K 0.01% 731
2021
Q3 		$626K Sell
4,022
-205
-5% -$34K 0.02% 536
2021
Q2 		$637K Buy
4,227
+194
+5% +$28.6K 0.02% 543
2021
Q1 		$553K Buy
+4,033
New +$514K 0.01% 637

Other funds holding DOV

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Spire Wealth Management's DOV Position: Q2 2026 in Review

Spire Wealth Management reduced its Dover (DOV) stake by 8.2% in Q2 2026, selling an estimated $24.2K and leaving 1,240 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #691.

Spire Wealth Management first reported a position in DOV in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.84M in Q4 2023. 251 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Spire Wealth Management held 1,240 shares of Dover worth $278K as of Q2 2026.
  • Spire Wealth Management sold 111 Dover shares in Q2 2026, an estimated $24.2K.
  • Dover made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #691 holding.
  • Spire Wealth Management first reported a position in Dover in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Dover position peaked at $5.84M in Q4 2023.
  • 251 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.